Jon Knapp
Jon Knapp is a CFP-designated registered investment advisor at Gateway Wealth Partners, LLC, based in Washington, IL, with 30 years of industry experience. Jon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 4,121 clients with $1.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Gateway Wealth charges an annual fee based on the amount of your investments they manage. This fee can be up to 2.00% per year, depending on the size and composition of your portfolio, the services you receive, and who provides the services. The fee is calculated each quarter, in advance, based on the market value of your investments on the last day of the previous quarter. The firm may negotiate a lower fee based on factors like future earning potential or the amount of assets managed.
Location
126 Eastgate Drive, Washington, IL, 61571
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jon is involved in several business activities, including non-variable insurance through Knapp & Associates LTD, being a business owner of Objects, and real estate rental through Knapp Holdings LLC. He also provides investment advisory services through Advisors' Pride, Advisors' Pride Inc, and Gateway Wealth Partners, spending a significant amount of time on these activities.
Employment History
Current Registrations
Gateway Wealth Partners, LLC
LPL Financial LLCBroker
Previous Registrations
Advisors' Pride INC.
H. Beck, INC.
H. Beck, INC.Broker
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
American United Life Insurance CompanyBroker
Aul Equity Sales CORP.Broker
State Registrations14 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.